China News Service, October 26 (Wang Yuling) On the 26th, the Hebei Provincial Medical Drugs and Equipment Centralized Procurement Center issued the "Notice on the Filling for Information of 20 Types of Collective Medical Consumables Products", which stated that in order to further promote the reform of centralized volume-based procurement of medical consumables, the province plans to organize the centralized volume-based procurement of 20 types of medical consumables, including artificial bone filling materials, in the near future.
Among the 20 types of medical consumables for centralized medical use, it includes a hard breathable contact lens for corneal shaping (commonly known as OK mirror ). wrote in the declaration requirement that the hard breathable contact lens for corneal shaping is suitable for the eyes to delay myopia and the growth of astigmatism in . The control range of myopia is at least 0 to -600 degrees, and the control range of astigmatism is at least -75 to -350 degrees. Only for night wear.
At the same time, the filling time for this centralized procurement is relatively short and will start from October 27 to November 3. The document states that manufacturers (including agents) who have sales records in Hebei Province and meet the scope of procurement varieties must participate in the product information reporting; enterprises that have no sales records but are willing to participate should fill in the report as required.
Regarding centralized procurement, China News Service noticed that Opcom had previously said in response to investor inquiries in August that the current reply from the medical insurance institution is that the OK mirror is not yet considered in the medical insurance centralized procurement, and it is reasonable to be inconvenient to discuss what has not happened. The company's understanding is that the result of medical insurance centralized procurement is usually the price reduction and volume increase, and the role of the intermediate link is weakened. For the efficiency of the manufacturer, it mainly depends on which of the two functions, price reduction and volume increase, is greater.
Opcom previously responded in December 2021 that the policies regarding medical insurance procurement should be consulted with the National Health Insurance Administration. Currently, corneal resizing mirror is not covered by medical insurance. Medical Insurance Letter [2021] No. 146 of the National Medical Insurance Administration stated: "Glasses are not included in the basic medical insurance payment scope, and commercial insurance is encouraged to play the role of commercial insurance."
According to the latest "Technical Guidelines for Prevention and Control of Myopia in Children and Adolescents (Updated Version)" in October 2021, when children and adolescents use low-concentration atropine or wear corneal resizing glasses (OK glasses) to slow down the progress of myopia, it is recommended to go to a regular medical institution and follow the doctor's instructions under the guidance of a doctor.
From the perspective of competitive landscape, China News Service found from the National Medical Products Administration query that the main domestic manufacturers include Opcom, Aibo Nord (i.e. Aibo Medical), Boshidon Optometry Technology, Sidajia Technology, and Zhejiang Tiantong.
International major manufacturers include Hentai Optics, Aerfa Group Co., Ltd., Euclid, Melikon, Prokney, etc.
It is worth noting that the market penetration rate of of corneal resizing lens is low. According to the prospectus of Aibo Medical, the market penetration rate of corneal resizing lenses in China in 2015 was 0.51%, which is still a lot of room for improvement compared with the 5% penetration rate of in East Asia. Dongguan Securities predicts that the penetration rate of OK mirrors is expected to reach 3.15% in 2025, and the corresponding market size will be close to 25 billion yuan. (For more clues about reporting, please contact the author of this article: Wang Yuling: [email protected]) (China News Service APP)
(The views in the article are for reference only and do not constitute investment advice. Investment is risky. Please be cautious when entering the market.)
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